Purchases and Sales Made in Q4 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
109+ 0.9% |
$18.3K - $19.8K
|
12.3K
$2.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
108+ 2.39% |
$18.2K - $19.6K
|
4.63K
$818K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
106+ 10.43% |
$17.8K - $19.3K
|
1.12K
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
105+ 0.31% |
$17.7K - $19.1K
|
34.2K
$6.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
105+ 8.88% |
$17.7K - $19.1K
|
1.29K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
101+ 1.76% |
$17K - $18.4K
|
5.85K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
101+ 1.98% |
$17K - $18.4K
|
5.19K
$917K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 9.47% |
$16.8K - $18.2K
|
1.16K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
94+ 140.3% |
$15.8K - $17.1K
|
161
$28.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
93+ 0.57% |
$15.7K - $16.9K
|
16.4K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
92+ 0.32% |
$15.5K - $16.7K
|
29K
$5.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
88New |
$14.8K - $16K
|
88
$15.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
84+ 2.26% |
$14.1K - $15.3K
|
3.81K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
83+ 5.0% |
$14K - $15.1K
|
1.74K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
83+ 4.74% |
$14K - $15.1K
|
1.84K
$324K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
83+ 0.26% |
$14K - $15.1K
|
32.1K
$5.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
81+ 6.78% |
$13.6K - $14.7K
|
1.28K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
80+ 0.66% |
$13.5K - $14.5K
|
12.3K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
74+ 0.77% |
$12.5K - $13.5K
|
9.7K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
74+ 2.44% |
$12.5K - $13.5K
|
3.1K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
74+ 0.31% |
$12.5K - $13.5K
|
23.6K
$4.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
73+ 2.43% |
$12.3K - $13.3K
|
3.08K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
73+ 1.51% |
$12.3K - $13.3K
|
4.92K
$870K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
72New |
$12.1K - $13.1K
|
72
$12.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
68+ 0.13% |
$11.4K - $12.4K
|
51.9K
$9.16M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
67+ 2.68% |
$11.3K - $12.2K
|
2.56K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
64+ 0.27% |
$10.8K - $11.6K
|
23.4K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
62+ 0.34% |
$10.4K - $11.3K
|
18.3K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
62+ 2.11% |
$10.4K - $11.3K
|
3.01K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
62+ 0.59% |
$10.4K - $11.3K
|
10.6K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 0.95% |
$10.1K - $10.9K
|
6.35K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
58+ 1.69% |
$9.76K - $10.5K
|
3.49K
$617K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
58+ 4.8% |
$9.76K - $10.5K
|
1.27K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
57+ 2.11% |
$9.59K - $10.4K
|
2.76K
$488K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
54+ 1.09% |
$9.09K - $9.82K
|
5.03K
$888K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
53+ 0.43% |
$8.92K - $9.64K
|
12.3K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
52+ 0.28% |
$8.75K - $9.46K
|
18.6K
$3.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
50+ 5.74% |
$8.42K - $9.09K
|
921
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
49+ 0.77% |
$8.25K - $8.91K
|
6.38K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
47+ 0.57% |
$7.91K - $8.55K
|
8.26K
$1.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
47+ 1.82% |
$7.91K - $8.55K
|
2.64K
$466K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 0.29% |
$7.74K - $8.37K
|
16K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 1.44% |
$7.57K - $8.18K
|
3.17K
$561K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 2.27% |
$7.57K - $8.18K
|
2.03K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
44+ 2.95% |
$7.41K - $8K
|
1.53K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
44+ 0.0% |
$7.41K - $8K
|
5.42M
$958M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
41+ 56.94% |
$6.9K - $7.46K
|
113
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
40+ 0.79% |
$6.73K - $7.27K
|
5.13K
$906K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 56.34% |
$6.73K - $7.27K
|
111
$19.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
39+ 2.29% |
$6.56K - $7.09K
|
1.74K
$307K
|